Wp Wealth LLP Dimensional ETF Tr Core Fxd In Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wp Wealth LLP holds 2,414,612 shares of DFCF stock, worth $105 Million. This represents 24.22% of its overall portfolio holdings.
Number of Shares
2,414,612
Previous 2,269,704
6.38%
Holding current value
$105 Million
Previous $95.2 Billion
5.34%
% of portfolio
24.22%
Previous 24.6%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$332 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$100 Million1.23% of portfolio